We are a team of experienced accounting professionals who are empowered to be problem solvers. This means we are committed to proactive, exceptional customer service and to providing value-add solutions that help make life easier, bring dollars back to the bottom line, and propel the business forward. We truly live our tagline - face to face - both with our clients and each other.

Does your accountant understand the industry trends and drivers that affect your business? Can they go beyond the numbers to anticipate trends and advise you on various matters beyond the balance sheet or tax return? In order to serve our clients well, we pride ourselves on providing a depth of knowledge in several key industries. This means that you receive top quality service and can take advantage of best practices in your industry.

Each business has its own unique strengths and challenges, which often change throughout different phases. We are equipped with the knowledge and ability to deliver a broad cross-section of services to meet your changing needs, from the hands-on approach with payroll, bookkeeping, and in-house controller services to planning for succession with family wealth planning and mergers and acquisition guidance.

If you are interested in working with a firm that focuses on serving unique clients with a proactive and solution-oriented attitude, we invite you to consider Smith Leonard. Our firm is a place where we all enjoy working together and where our people are absolutely our biggest asset. We like to say that we have the best of both worlds – the resources of a national firm with the approachability of a local firm. We are Smith Leonard. Are you?

2018 Year-End Tax Planning for Individuals

What is the impact of tax reform on your individual tax situation? Now, more than ever, we urge you to consider year-end planning to take advantage of opportunities and be ready for how the changes will affect your tax bill going forward.

2018 year-end tax planning begins with a projection of your estimated income, deductions and tax liabilities for 2018 and 2019. You should review actual amounts from 2017 to assist you with these projections. There may be opportunities to accelerate or defer income or deductions to optimize your total tax liability.